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Foundry Market Bulletin - Dec. 8, 2025

Last Modified

2025-12-08

Update Frequency

Biweekly

Format

PDF

The foundry sector is undergoing a broad realignment as mature nodes contract, product mixes shift upward, and Chinese demand supports steady growth. Advanced-node expansion continues to face technical constraints.

Key Highlights

8-inch mature node capacity is tightening globally as foundries rebalance production toward higher-value technologies.
Korean foundries are reallocating fab resources and adjusting pricing and product portfolios to enhance profitability, while also considering outsourcing older products to external partners.
Chinese demand supports stable growth, though advanced nodes still face equipment and yield barriers.
Multiple Chinese fabs expand twelve-inch capacity focused on power, automotive and embedded memory platforms, though some face delays.

Table of Contents

Samsung
- Changes to 8” Capacity among Global Foundries between 2024 and 2027F
SMIC
HuaHong
Nexchip
Other Foundries

<Total Pages: 3>

Changes to 8” Capacity among Global Foundries between 2024 and 2027F

Sector: Wafer Fabrication / Foundry

Tag: AI Chip Advanced Packaging ASP Capacity Utilization Rate CapEx Market Bulletin Production Capacity Revenue Shipments Supply & Demand Technology Roadmap Wafer Price Samsung SMIC HuaHong Nexchip

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